An easy to use, customisable CRM system
Very good. It fits our needs perfectly, has paid for itself in saved time an effort and, most importantly, the customer service has been excellent.
☺It's customisable so we were able to take the basic product and make its fields and functions fit our business needs. It has integrated email, SMS and letters and we were able to build our own letter templates and a simple mail merge function pulls all of the key information into the letters which saves us time and effort. For us as a small training company it fits our needs perfectly and we can adapt it as we go along. We can also create separate client types such as customers, suppliers etc and have them distinct from each other within the system and, if we do have issues, the customer support has always been quick and effective.
☹It is simple to use, but once you have changed the names of the fields they don't always show under their new names when selecting those fields to run reports. This is minor as familiarity helps adjustment but initially it was an issue. Read more